Everything You Need To Know Ahead Of Earnings

Everything You Need To Know Ahead Of Earnings

Everything You Need To Know Ahead Of Earnings

Semiconductor production equipment company Kulicke & Soffa (NASDAQ: KLIC) will be reporting results this Wednesday afternoon. Here’s what investors should know.

Kulicke and Soffa beat analysts’ revenue expectations by 1.8% last quarter, reporting revenues of $148.4 million, down 18.3% year on year. It was an exceptional quarter for the company, with a beat of analysts’ EPS estimates and an impressive beat of analysts’ adjusted operating income estimates.

Is Kulicke and Soffa a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Kulicke and Soffa’s revenue to decline 6.2% year on year to $170 million, improving from the 10.4% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.22 per share.

Kulicke and Soffa Total Revenue
Kulicke and Soffa Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Kulicke and Soffa has missed Wall Street’s revenue estimates twice over the last two years.

Looking at Kulicke and Soffa’s peers in the semiconductor manufacturing segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Teradyne delivered year-on-year revenue growth of 4.3%, beating analysts’ expectations by 3.3%, and FormFactor reported a revenue decline of 2.5%, topping estimates by 1.3%. Teradyne traded up 19.8% following the results while FormFactor was also up 23.4%.

Read our full analysis of Teradyne’s results here and FormFactor’s results here.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the semiconductor manufacturing stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 7.9% on average over the last month. Kulicke and Soffa is down 10% during the same time and is heading into earnings with an average analyst price target of $41.60 (compared to the current share price of $35.62).

Today’s young investors likely haven’t read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.

Leave a Comment

Your email address will not be published. Required fields are marked *